# Managing Deals

_Pipeline & Deals_

Deals (pipeline contacts) track opportunities through your sales process.

## Steps
1. Click "+ Add Deal" in any pipeline stage.
2. Assign a contact, deal value, expected close date, and owner.
3. Drag and drop deals between stages as they progress.
4. Click a deal card to see full details, notes, and activity.

## Tips
- Toggle between Kanban (default drag-and-drop board) and Timeline (Gantt chart of expected/actual dates) at the top of the pipeline page.
- Filter deals by owner, value range, or expected close date.
- Lost deals can be archived and reviewed later.
- Open the Coach sidebar (right edge) to ask deal-specific questions; see also Pipeline Pulse and Transition Playbooks for the AI features layered on top.

## Example
Friday afternoon: an AE drags 4 deals from "Demo Booked" to "Proposal Sent", marks one as "Closed Won" ($24K, popping confetti), and switches to Timeline view to spot two deals whose expected-close dates are slipping past quarter-end. She filters by owner=me + value>$10K to focus the rest of her afternoon on the highest-leverage follow-ups.

## Troubleshooting
- **Can't drag cards between stages** — Browser compatibility (rare in Chrome) or the pipeline view is in list mode instead of Kanban. Fix: Make sure you're in Kanban view (toggle at the top). Try Chrome if using another browser. Hard refresh the page.
- **Pipeline value shows $0** — Deal values weren't set when adding contacts to the pipeline, or the value field is empty. Fix: Click each deal card, enter the deal value in the Value field, save.
- **Can't add a contact to a pipeline** — The contact may already be in that pipeline, or the pipeline is item-backed (not contact-backed). Fix: Search the pipeline for the contact's name. If they're already there, they show in an existing stage. For item-backed pipelines, use "+ Add Item" instead of "+ Add Contact".
- **Custom fields not showing on pipeline cards** — Pipeline card preview only shows title, value, and stage by default. Custom fields are in the detail view. Fix: Click the card to open the detail panel — custom fields are visible there. Card previews show limited info by design.

## Error messages
- `Failed to move deal` — Network error during drag. Refresh and try again. The deal stays in its original stage until the move succeeds.